LWCFA
HQH

Loring Wolcott & Coolidge Fiduciary Advisors’s abrdn Healthcare Investors HQH Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio HQH Stock Details HQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,518
Closed -$38K – 797
2017
Q3 		$38K Buy
+1,518
New +$38.1K ﹤0.01% 453

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's HQH Position: Q4 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of abrdn Healthcare Investors (HQH) in Q4 2017, closing a stake of 1,518 shares — an estimated $38K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HQH in Q3 2017 and held it in 1 quarter. The position peaked at $38K in Q3 2017. 95 funds tracked by Wall St. Rank hold HQH as of Q4 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining abrdn Healthcare Investors position as of Q4 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,518 abrdn Healthcare Investors shares in Q4 2017, an estimated $38K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in abrdn Healthcare Investors in Q3 2017 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's abrdn Healthcare Investors position peaked at $38K in Q3 2017.
  • 95 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q4 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.